Dear Reader,
Which companies stand to benefit and which stand to lose? The market action from yesterday is quite clear. The stocks of Facebook and Twitter fell, while the stocks of Snap Inc, the maker of Snapchat, and Pinterest rose.
I agree with the market. Facebook and Twitter will suffer if the US government attempts to regulate or censor them in some way. Snapchat and Pinterest are niche social networks, which are most likely not to be affected in some major way from Mr. Donald Trump's wrath.
What is more, Facebook has been taking the lion share of time spent on social networks and respectively advertising spending on social media. I have long waited for some other social network to rise and disrupt Facebook. My best bets on the next up and coming network are Snapchat and partially Twitter and Pinterest. Now that Twitter will most likely be affected, an obvious candidate is Pinterest.
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Posledovich's.Petar Posledovich does not
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Petar Vladimirov
Posledovich is not liable for any investment losses incurred by reading and
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Respectfully yours,
Petar Posledovich
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